Gulf Intelligence Podcasts

How much geopolitical risk premium is in the current oil price - $7+; $5 approx; $3 approx; $1 or none? Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; Vandana Hari, Founder & CEO, Vanda Insights; and Paul Hickin, Editor-in-Chief, Petroleum Economist weigh in their views in today’s Daily Energy Markets Podcast. Share your thoughts here: https://x.com/gulf_intel/status/1768168577377419352?s=20

Do you AGREE or DISAGREE: Oil prices to trend higher in Q2 on elevated seasonal demand & sustained OPEC+ supply cuts? Vote here: https://x.com/gulf_intel/status/1767806417094750390?s=20 Hear more from Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Robin Mills, Chief Executive Officer, Qamar Energy; and Salih Yilmaz, Senior Energy Equity Analyst, Bloomberg Intelligence, in today’s Daily Energy Markets Podcast.

The oil market will be tight by end of Q2 and so OPEC+ will release some capacity: Agree or Disagree? Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; Daniel Richards, MENA economist, Emirates NBD; and Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey, weigh in their views in today’s Daily Energy Markets Podcast. Share your views here: https://x.com/gulf_intel/status/1767444115283665097?s=20

The Daily Energy Markets Podcast kicked off this Monday morning with discussions on the direction of travel for oil markets and supply outlook, with views from Omar Najia, Global Head, Derivatives, BB Energy; Paul Horsnell, Head of Commodities Research, Standard Chartered Bank; and Max Torres, Managing Partner, Plata Energy. ARAMCO says suspension of its planned 1m b/d oil production capacity increase is likely to reduce its capex by $40bn between now and 2028 - do you expect other producers to fill this new capacity gap? Vote YES or NO here: https://x.com/gulf_intel/status/1767080447144505759?s=20

On International Women’s Day, we featured women energy analysts who took on energy markets trends -from shipping to oil fundamentals to geopolitics. Hear from Laury Haytayan, MENA Director, Natural Resource Governance Institute; Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence; and Nur Azlin Ahmad, Editor, Crude Oil, Argus Media, in today’s Daily Energy Markets Podcast.

The Daily Energy Markets Podcast further unpacked the Chinese economic growth targets in a discussion with Victor Yang, Senior Analyst, JLC Network Technology. We also heard from Richard Redoglia, CEO, Matrix Global Holdings on US oil demand and outlook, as well as views from Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management on oil markets dynamics. Survey Today: Powell Reiterated yesterday that Fed Needs More Confidence on Inflation to proceed with Cuts: How many rate cuts do you expect the FED this year: 1. Three+; 2. Two; 3. One; 4. None? Vote here: https://x.com/gulf_intel/status/1765631213073568184?s=20

China has target economic growth of 5% this year - will that be bullish or bearish for oil prices? Vote here: https://x.com/gulf_intel/status/1765269102090715346?s=20 The Daily Energy Markets Podcast today addressed China's Economic Growth and Oil Market Dynamics; OPEC's Challenges and Market Share Concerns; and US Economic Outlook and Oil Production. Listen more from Amena Bakr, Senior Research Analyst, Energy Intelligence; Brian Pieri, Founding Member, Energy Rogue; and Dr. Michal Meidan, Head of China Energy Research, The Oxford Institute for Energy Studies.

Hear from our speakers Ole Hansen, Head, Commodity Strategy, Saxo Bank; Janiv Shah, Vice President, Oil Markets; Refinery and Crude Balances Lead, Rystad Energy; Yuriy Humber, Founder & President, Japan NRG Platform/ Yuri Group. Catch their outlook on refined products, Europe and Japan economies, among other trends in today’s Daily Energy Markets Podcast. Survey Today: Around 7mn b/d of crude and refined products – about 12% of total seaborne trade – pass through the Red Sea. Will oil markets witness more price volatility this year if current disruptions persist: YES or NO? Vote here: https://x.com/gulf_intel/status/1764908269812748293?s=20

The Daily Energy Markets Podcast kicked off this Monday morning with Omar Najia, Global Head, Derivatives, BB Energy; Maleeha Bengali, Founder, MB Commodity Corner; and Ian Nathan, Director, Global LNG Research, Energy Intelligence. The speakers provided a comprehensive analysis of various factors shaping energy markets, including OPEC's decisions, geopolitical tensions, economic indicators, and their implications for oil and LNG prices. Will the OPEC+ decision to extend cuts through to June be enough to support Brent above $80/bl: YES/NO? Share your views here: https://x.com/gulf_intel/status/1764542046809788610?s=20

The Daily Energy Markets Podcast capped the week with a discussion on economic outlook and currency dynamics, energy imports and policy decisions, and geopolitical dynamics and energy markets, with Peter McGuire, CEO, XM Australia; Jose Chalhoub, LATAM Consultant, Venergy Global; Osama Rizvi, Energy & Economic Analyst, Primary Vision Network. Survey Today: When will higher for longer rates kick in to consumer confidence in the US: Q2, Q3, Q4? Vote here: https://x.com/gulf_intel/status/1763455928676835687?s=46&t=bPS3ZRY-6mxD_M0rYqR1qg